LK
LK

Laura Kumar

4 Years of Experience
Cary, NC
1 DisclosureBroker

Laura Kumar is a registered investment advisor at First Command Advisory Services, based in Cary, NC, with 4 years of industry experience. Laura is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 113,591 clients with $24B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1023 advisors
Number of Clients
113,591 clients
Average Client Portfolio
$215K average
Assets Under Management
$24.4B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.30%
$250K - $500K1.15%
$500K - $1.0M1.00%
$1.0M - $2.0M0.75%
$2M+0.50%

Schedule reflects the Partners, Foundations, and Select advisory programs. Other programs like Elite and Premier Income have separate fee schedules. Fees are negotiable for Elite accounts over $5 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1903 N Harrison Ave, Suite 102, Cary, NC, 27513

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History

Regulatory History (1)
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Regulatory
August 2024
Final
Other Business Activities

Laura is the co-founder and treasurer for Cabrini Montessori School, a non-profit organization, since July 2024. She dedicates about a quarter of her time to this role, which will expand to Head of School when it opens in Fall 2026.

Employment History
Current Registrations
First Command Advisory Services
January 2022 - Present · 4 yrs 9 mos
First Command Brokerage Services, INC.Broker
December 2021 - Present · 4 yrs 10 mos
State Registrations31 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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